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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$125M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$187M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$129M
4
Morgan Stanley
4
Morgan Stanley
New York
$227M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$356M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.8M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$19.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$18M +$563K +14,606 +3%
Nomura Holdings
27
Nomura Holdings
Japan
$16.8M -$575K -14,900 -3%
EK
28
Evensky & Katz
Florida
$15.4M +$425K +11,008 +3%
PAG
29
Private Advisor Group
New Jersey
$15.4M +$2.74M +71,101 +22%
CS
30
Credit Suisse
Switzerland
$14.4M +$7.02M +181,954 +95%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$13M +$5.23M +135,581 +67%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$12.8M +$348K +9,029 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$12.5M -$2.31M -59,935 -16%
MMA
34
Miracle Mile Advisors
California
$12.2M +$12.2M +316,860 New
FAG
35
Financial Advisory Group
Texas
$11.4M +$17.7K +460 +0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$11M +$3.3M +85,550 +43%
NPC
37
National Planning Corporation
California
$10.6M +$9.38M +251,986 +768%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$1.04M +26,839 +11%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$10.1M -$2.16K -56 -0%
Stifel Financial
40
Stifel Financial
Missouri
$9.77M +$89.6K +2,324 +0.9%
HCM
41
Hollencrest Capital Management
California
$9.64M +$9.64M +249,984 New
FAAS
42
First Allied Advisory Services
California
$9.44M +$688K +17,806 +8%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$9.14M +$3.62M +93,813 +66%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$8.84M +$2.66M +68,966 +43%
CAN
45
Cetera Advisor Networks
California
$7.86M +$595K +15,408 +8%
JWM
46
Jacobus Wealth Management
Wisconsin
$7.85M -$81.4K -2,110 -1%
HA
47
Harfst & Associates
Wyoming
$7.8M +$35.7K +925 +0.5%
FF
48
Friedenthal Financial
New Jersey
$7.43M +$7M +181,438 +1,635%
CAL
49
Capital Advisors Ltd
Ohio
$7.41M +$505K +13,094 +7%
SAM
50
Securian Asset Management
Minnesota
$7.21M – – –
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